Kingswood Wealth Advisors, LLC Ishares Treasury Floating Rate Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 22,273 shares of TFLO stock, worth $1.13 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
22,273
Previous 24,425
8.81%
Holding current value
$1.13 Million
Previous $1.24 Billion
8.92%
% of portfolio
0.07%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding TFLO
# of Institutions
446Shares Held
82.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.76MShares$341 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.33MShares$320 Million0.1% of portfolio
-
Morgan Stanley New York, NY3.92MShares$198 Million0.01% of portfolio
-
Ubs Group Ag2.53MShares$128 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.35MShares$119 Million0.04% of portfolio